Crypto Resource

The 1099-DA Crypto Reporting Readiness Guide.

What brokers will report, where it will disagree with your records, and the cleanup sequence that keeps you out of a notice loop.

1099-DA reshapes how digital asset transactions are reported to the IRS, and the first wave of broker filings is likely to differ from self-kept ledgers for many active investors. This guide is the same reconciliation sequence we use with active crypto clients.

• What 1099-DA actually requires brokers to report, and what they will get wrong first.
• Wallet-level cost basis tracking that survives a mismatch.
• A documented response framework for the notices most investors will see.
• Year-round harvesting moves that hold up under the new reporting regime.